Terrebonne Estate Planning Lawyer, Oregon

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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Includes: Gift Taxation

Sue O Hagerty

International Tax, Electronic Commerce, Estate Planning, Elder Law

Status: In Good Standing Licensed: 22 Years

CONTACT

8800 Nw 31St St, Terrebonne, OR 97760

Ronald L Bryant

Commercial Real Estate, Federal, Estate Planning, Corporate

Status: In Good Standing Licensed: 60 Years

CONTACT

Redmond, OR 97756

Thomas Philip Harbolt

Dispute Resolution, International Tax, Estate Planning, Corporate

Status: In Good Standing Licensed: 30 Years

CONTACT

475 Scenic Ridge Ct, Redmond, OR 97756

Roger A Nelson

Estate Planning

Status: In Good Standing Licensed: 62 Years

CONTACT

69120 N Pine, Sisters, OR 97759

John Harrison Myers

Wills, Trusts, Estate Planning, Estate

Status: In Good Standing

CONTACT

Sisters, OR 97759

Julia Marie Walk

Trusts, Estate Planning, Estate

Status: In Good Standing Licensed: 26 Years

CONTACT

63247 Rossby St, Bend, OR 97703

Kitri C. Ford

Insurance, Estate Planning, Estate, Wills

Status: Inactive Licensed: 35 Years

CONTACT

61489 Sw Longview St, Bend, OR 97702

David E Paulson

Commercial Real Estate, Estate Planning, Corporate

Status: In Good Standing Licensed: 42 Years

CONTACT

Bend, OR 97709

Frank William Groundwater

General Practice

Status: In Good Standing Licensed: 38 Years

CONTACT

759 Nw Roanoke Ave, Bend, OR 97703

Milly A Whatley

Bankruptcy, Estate Planning, Credit & Debt

Status: Inactive Licensed: 24 Years

CONTACT

2445 Ne Division St, Bend, OR 97701

800-923-0641

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LEGAL TERMS

CONSERVATOR

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of th... (more...)

Someone appointed by a judge to oversee the affairs of an incapacitated person. A conservator who manages financial affairs is often called a 'conservator of the estate.' One who takes care of personal matters, such as healthcare and living arrangements, is known as a 'conservator of the person.' Sometimes, one conservator is appointed to handle all these tasks. Depending on where you live, a conservator may also be called a guardian, committee or curator.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

CREDIT SHELTER TRUST

See AB trust.

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

CONTINGENT BENEFICIARY

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisf... (more...)

1) An alternate beneficiary named in a will, trust or other document. 2) Any person entitled to property under a will if one or more prior conditions are satisfied. For example, if Fred is entitled to take property under a will only if he's married at the time of the will maker's death, Fred is a contingent beneficiary. Similarly, if Ellen is named to receive a house only in the event her mother, who has been named to live in the house, moves out of it, Ellen is a contingent beneficiary.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

SAMPLE LEGAL CASES

Connall v. Felton

... a friend. The deed stated that "[t]he true and actual consideration paid for this transfer is $-0-; estate planning." The decedent had the deed notarized at a title insurance company and then recorded the deed. Plaintiff learned ...

LANDAUER v. LANDAUER

... that defendants had acted in concert to exercise undue influence over Henry and Gertrude in a manner that induced them to sell the farm for less than its fair market value under terms that they did not comprehend and that were inconsistent with their estate planning objectives. ...

Terrebonne Estate Planning Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Sue O Hagerty

Ronald L Bryant

Thomas Philip Harbolt

Roger A Nelson

John Harrison Myers

Julia Marie Walk

Kitri C. Ford

David E Paulson

Frank William Groundwater

Milly A Whatley

TIPS

LEGAL TERMS

CONSERVATOR

INVESTOR

ALTERNATE BENEFICIARY

HEIR APPARENT

CREDIT SHELTER TRUST

FAILURE OF ISSUE

CONTINGENT BENEFICIARY

PER STIRPES

SPRINKLING TRUST

SAMPLE LEGAL CASES

Connall v. Felton

LANDAUER v. LANDAUER

Landauer v. Landauer

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